Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yuen han? Claim Your ProfileYuen han Lee is a financial professional with over 7 years of experience in the financial services industry. Yuen han Lee is currently registered as an Investment Advisor Representative with Eagle Strategies LLC. Yuen han Lee is also registered as a Registered Representative in the state of California. Yuen han Lee's professional experience includes roles with NYLIFE Securities LLC, New York Life Insurance Company, Dawn Kitchen & Bath Products Inc., and Eagle Strategies LLC. Yuen han Lee has successfully passed multiple securities exams including the Uniform Securities Agent State Law Examination, the Uniform Combined State Law Examination, the General Securities Representative Examination, the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination. Yuen han Lee's areas of specialization include Financial Planning, Pension Consulting, Educational Seminars and Portfolio Management for Individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
08/21/2023 - Present
Eagle Strategies LLC (FREMONT CA)
BOTH
Issued 08/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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